Anthropic’s numbers are astonishing—yes, even by AI standards. And the company is now reportedly looking at an IPO.
It’s still early days, but Anthropic has reportedly tapped law firm Wilson Sonsini Goodrich & Rosati to explore a public debut, according to the Financial Times.
On the AI infrastructure spending race, [Dario] Amodei can be sardonic. “These announcements are kind of frothy,” he says. “Business should care about bringing in cash, not setting cash on fire, right?” Of his rivals, he quips: “Can you buy so many data centers that you over-leverage yourself? All I’ll say is, some people are trying.”
Anthropic’s bet on enterprises puts it both right in the crosshairs of rivals, and its commitment to AI safety has made it a target in Trump’s Washington. And the challenges of hypergrowth are often discussed, almost as a given, but I found myself thinking about it more as I was reading this story. I was especially drawn to what Daniela Amodei said about it, as Jeremy writes:
“I have probably been the leader who’s been the most skeptical and scared of the rate at which we’re growing,” Daniela Amodei tells me. But she says she’s been “continually, pleasantly surprised” that the company hasn’t come apart at the seams, culturally or operationally.
She says the fact that all seven cofounders still work at Anthropic helps, because it seeds cultural hearth-tenders across different parts of the company. She also says that the company’s AI safety mission tends to draw a certain type of person. “We’re like umami,” she says. “We have a very distinct flavor.”
See you tomorrow,
